Filed June 27, 2016
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,474 | $75,832-47.9% | $147,617-73.3% | $59,633-33.8% |
| Participation rate | 79.5% | 71.6%+8.0pp | 84.6%-5.1pp | 68.7%+10.9pp |
| Annual return | -3.66% | 0.37%-4.0pp | 61.98%-65.6pp | 2041.45%-2045.1pp |
| Employer contribution / active EE | $2,661 | $3,485-23.6% | $5,564-52.2% | $2,203+20.8% |
| Participant deferral / active EE | $5,606 | $3,131+79.1% | $4,895+14.5% | $3,192+75.7% |
| Admin fee / account holder | $3,897 | $5,986-34.9% | $11,612-66.4% | $4,297-9.3% |